Filed July 30, 2006 (most recent of 5 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC7 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,861,921 |
NORTHERN TRUST COMPANY10+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $340,679 |
AON CONSULTING7 years Service code 11 · EIN 22-2232264 | Actuarial | $213,760 |
ERNST & YOUNG LLP4 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $173,600 |
WESTERN ASSET MANAGEMENT COMPANY10+ years Service code 28 · EIN 95-2705767 | Investment Management | $130,731 |
INCOME RESEARCH & MANAGEMENT6 years Filed as: INCOME RESEARCH & MGMT. INC. Service code 28 · EIN 04-2955404 | Investment Management | $115,302 |
Filed as: NISA INVESTMENT ADVISORS L.L.C. Service code 28 · EIN 48-1140940 | Investment Management | $67,692 |
STATE STREET GLOBAL ADVISORS9+ years Filed as: STATE STREET BANK AND TRUST CO. Service code 18 · EIN 04-1867445 | Investment management fees paid indir... | $53,722 |
Service code 14 · EIN 13-3350744 | Plan Administrator | $16,977 |
WALLACH & ASSOCIATES10+ years Filed as: WALLACH & ASSOCIATES, INC. Service code 17 · EIN 22-3348744 | Pension Consulting | $9,500 |
See 1 actuary disclosure with Solo.
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 4 reportable transactions with Solo.
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $3,219,907-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 0.0%0pp |
| Annual return | 4.48% | 8.76%-4.3pp | 3.48%+1.0pp | 8.76%-4.3pp |
| Employer contribution / active EE | $32,572 | $16,627+95.9% | $31,972+1.9% | $16,627+95.9% |
| Participant deferral / active EE | $0 | $888-100.0% | $83-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |